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Stanley Black & Decker
SWK

529 hedge funds and large institutions have $10.5B invested in Stanley Black & Decker in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

16% more call options, than puts

Call options by funds: $197M | Put options by funds: $170M

3% more funds holding

Funds holding: 512 → 529 (+17)

8.37% less ownership

Funds ownership: 82.06% → 73.69% (-8.4%)

12% less capital invested

Capital invested by funds: $11.9B → $10.5B (-$1.37B)

13% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 199

Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
83
Increased
173
Reduced
199
Closed
62
Calls
$197M
Puts
$170M
Net Calls
+$27.2M
Net Calls Change
-$4.14M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$235M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
BA
BlackRock Advisors
Delaware
+$107M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$98.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$81.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$290M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
IC
Institutional Capital
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
1832 Asset Management
101
1832 Asset Management
Ontario, Canada
$14.2M +$14.4M +176,040 New
CNAM
102
Campbell Newman Asset Management
Wisconsin
$13.6M -$1.24M -15,134 -8%
LI
103
LMCG Investments
Massachusetts
$13.4M +$3.87M +47,321 +40%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$13.2M -$100K -1,221 -0.7%
Swiss National Bank
105
Swiss National Bank
Switzerland
$13.1M -$344K -4,200 -3%
Aviva
106
Aviva
United Kingdom
$13.1M -$131K -1,597 -1%
DCM
107
Donaldson Capital Management
Indiana
$12.3M +$1.02M +12,454 +9%
APG Asset Management
108
APG Asset Management
Netherlands
$12.2M -$299K -3,658 -2%
MAA
109
Managed Account Advisors
New Jersey
$11.7M -$32.8M -401,170 -73%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$11.7M -$3.2M -39,131 -21%
LAM
111
Lingohr Asset Management
Germany
$11.7M -$1.02M -12,500 -8%
NTCOC
112
Northern Trust Company of Connecticut
Connecticut
$11.5M -$6.32M -77,235 -35%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$11M +$1.12M +13,727 +11%
PG
114
PEAK6 Group
Illinois
$10.9M +$11.1M +135,660 New
FTCM
115
Fir Tree Capital Management
New York
$10.4M – – –
TA
116
Teachers Advisors
New York
$10.4M -$18.6M -226,693 -64%
CC
117
Clearline Capital
New York
$9.84M +$9.99M +121,979 New
QCMC
118
Quantum Capital Management (California)
California
$9.68M +$9.82M +119,977 New
Korea Investment Corp
119
Korea Investment Corp
South Korea
$9.55M +$327K +4,000 +3%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$9.51M -$163K -1,989 -2%
WM
121
WCG Management
New York
$9.36M +$9.46M +115,550 New
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$9.23M -$163K -1,995 -2%
CBOA
123
Commonwealth Bank of Australia
Australia
$9.08M -$1.58M -19,271 -15%
ST
124
Spot Trading
Illinois
$8.85M +$3.98M +48,664 +80%
SC
125
Saturna Capital
Washington
$8.39M – – –
3 4
5
6 7

SWK Hedge Fund Activity: Q4 2013 in Review

529 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2013, worth a combined $10.5B — down 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SWK positions and 62 closed out — a net gain of 21 holders — while 173 added to existing stakes and 199 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Massachusetts Financial Services, cutting an estimated $303M.

  • 529 institutional investors held Stanley Black & Decker (SWK) as of Q4 2013, up from 512 in Q3 2013.
  • Funds reported $10.5B of Stanley Black & Decker stock for Q4 2013, down 12% quarter-over-quarter.
  • 83 funds opened new Stanley Black & Decker positions in Q4 2013 and 62 closed out, a net change of +21 holders.
  • The largest Stanley Black & Decker buyer in Q4 2013 was T. Rowe Price Associates, an estimated $235M added.
  • The largest Stanley Black & Decker seller in Q4 2013 was Massachusetts Financial Services, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2013.